JRUE.DE vs. PUIG.DE
JRUE.DE (JPM USD IG Corporate Bond Active UCITS ETF EUR Hedged Acc) and PUIG.DE (Invesco USD Corporate Bond UCITS ETF Dist) are both Corporate Bonds funds. JRUE.DE is actively managed, while PUIG.DE is passively managed. Over the past 3 years, JRUE.DE returned 2.76%/yr vs 4.05%/yr for PUIG.DE. At a 0.48 correlation, their price movements are largely independent. JRUE.DE charges 0.04%/yr vs 0.10%/yr for PUIG.DE.
Performance
JRUE.DE vs. PUIG.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, JRUE.DE achieves a -0.90% return, which is significantly lower than PUIG.DE's 2.58% return.
JRUE.DE
- 1D
- 0.25%
- 1M
- -0.76%
- 6M
- -0.75%
- YTD
- -0.90%
- 1Y
- 2.59%
- 3Y*
- 2.76%
- 5Y*
- —
- 10Y*
- —
PUIG.DE
- 1D
- 0.19%
- 1M
- 0.63%
- 6M
- 1.24%
- YTD
- 2.58%
- 1Y
- 5.42%
- 3Y*
- 4.05%
- 5Y*
- 0.70%
- 10Y*
- —
JRUE.DE vs. PUIG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
JRUE.DE JPM USD IG Corporate Bond Active UCITS ETF EUR Hedged Acc | -0.90% | 5.79% | 0.31% | 5.74% | -17.61% | -1.64% |
PUIG.DE Invesco USD Corporate Bond UCITS ETF Dist | 2.58% | -3.94% | 7.96% | 4.38% | -10.02% | 1.25% |
Correlation
The correlation between JRUE.DE and PUIG.DE is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Nov 9, 2021 | 0.48 |
The correlation between JRUE.DE and PUIG.DE shifts across timeframes, from 0.33 (1 year) to 0.48 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
JRUE.DE vs. PUIG.DE — Risk / Return Rank
JRUE.DE
PUIG.DE
JRUE.DE vs. PUIG.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPM USD IG Corporate Bond Active UCITS ETF EUR Hedged Acc (JRUE.DE) and Invesco USD Corporate Bond UCITS ETF Dist (PUIG.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JRUE.DE | PUIG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.39 | ||
| Sortino ratioReturn per unit of downside risk | -0.59 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.17 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | 1.57 | -0.75 |
| Martin ratioReturn relative to average drawdown | 2.07 | 4.24 | -2.17 |
Loading charts...
Drawdowns
JRUE.DE vs. PUIG.DE - Drawdown Comparison
The maximum JRUE.DE drawdown since its inception was -23.48%, which is greater than PUIG.DE's maximum drawdown of -18.36%. Use the drawdown chart below to compare losses from any high point for JRUE.DE and PUIG.DE.
Loading charts...
Drawdown Indicators
| JRUE.DE | PUIG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.48% | -18.36% | -5.12% |
Max Drawdown (1Y)Largest decline over 1 year | -3.14% | -3.43% | +0.29% |
Max Drawdown (3Y)Largest decline over 3 years | -6.63% | -11.11% | +4.48% |
Max Drawdown (5Y)Largest decline over 5 years | — | -13.09% | — |
Current DrawdownCurrent decline from peak | -9.88% | -4.30% | -5.58% |
Average DrawdownAverage peak-to-trough decline | -13.51% | -6.93% | -6.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.25% | 1.27% | -0.02% |
Volatility
JRUE.DE vs. PUIG.DE - Volatility Comparison
The current volatility for JPM USD IG Corporate Bond Active UCITS ETF EUR Hedged Acc (JRUE.DE) is 1.13%, while Invesco USD Corporate Bond UCITS ETF Dist (PUIG.DE) has a volatility of 1.58%. This indicates that JRUE.DE experiences smaller price fluctuations and is considered to be less risky than PUIG.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| JRUE.DE | PUIG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.13% | 1.58% | -0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 3.27% | 3.93% | -0.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.47% | 5.74% | -1.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.80% | 8.32% | -0.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.80% | 8.76% | -0.96% |
JRUE.DE vs. PUIG.DE - Expense Ratio Comparison
JRUE.DE has a 0.04% expense ratio, which is lower than PUIG.DE's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
JRUE.DE vs. PUIG.DE - Dividend Comparison
JRUE.DE has not paid dividends to shareholders, while PUIG.DE's dividend yield for the trailing twelve months is around 4.92%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
JRUE.DE JPM USD IG Corporate Bond Active UCITS ETF EUR Hedged Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PUIG.DE Invesco USD Corporate Bond UCITS ETF Dist | 4.92% | 4.95% | 4.62% | 4.12% | 2.98% | 2.24% | 2.99% | 3.16% | 2.80% |
Frequently Asked Questions
JRUE.DE and PUIG.DE have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JRUE.DE is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JRUE.DE is cheaper with a 0.04% expense ratio, compared with 0.10% for PUIG.DE.
They also come from different issuers: JPMorgan and Invesco. Their fees differ too: 0.04% for JRUE.DE and 0.10% for PUIG.DE.
Find the right allocation for JRUE.DE and PUIG.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer